THE DEAL 21 Australia's Top 50 in association with ...

  • Pdf File 7,121.20KByte

THE DEAL | July 2017

Australia's Top 50 Financial Advisers

21

in association with

How we did it

The inaugural version of the Top 50 survey comprises 73 questions covering everything from the financial performance of the advisers' practices to their credentials, their education, and their charitable and philanthropic work. The goal of the ratings is twofold:

1. To provide consumers with a selection of quality advisers

2. To establish a benchmark for a high standard of client care that all advisers can emulate.

Our rating formula includes both quantitative and qualitative calculations. The quantitative includes the amount of client assets an adviser oversees and the fees generated by those assets. These dollar figures function as concrete indicators of client satisfaction ? people effectively voting for their adviser's service with their hard-earned money. The qualitative factors include advisers' professional credentials, the size of their staff relative to their client base, their experience in the financial services industry and more.

To keep the survey pool focused, we created an advisory board in Australia comprising asset managers, consultants, and executives at banks and independent advisory firms. This board nominated just over 200 of the nation's best financial advisers, 96 of whom filled out survey forms for a response rate of 47 per cent.

Rank 1 Name Scott Carmichael Firm Escala Partners Location Melbourne Years of planning experience 19 Minimum account size $1 million Size of team 4 Funds under advisement $900 million

Our advice is always objective and considered, unhibited by proprietary products or business alliances, and grounded in research.

Rank 4 Name Thomas Murphy Firm Escala Partners Location Sydney Years of planning experience 17 Minimum account size $5 million Size of team 9 Funds under advisement $1.1 billion

What most differentiates me is my interest in geopolitical trends influencing capital flows. This complements my investment market background.

Rank 7 Name Campbell Sorell Firm Shadforth Financial Group Location Melbourne Years of planning experience 16 Minimum account size No minimum Size of team 4 Funds under advisement $259 million

Providing others with freedom and confidence so that they can spend more time doing what they love.

Rank 2 Name Will Hamilton Firm Hamilton Wealth Management Location Glen Iris, VIC Years of planning experience 32 Minimum account size $1.5 million Size of team 7 Funds under advisement $400 million

Drawing on years of experience with clients and financial institutions in Australia and internationally, our advisory services continue to succeed in delivering bespoke outcomes with a strong emphasis on risk management.

Rank 5 Name Phillip Gillard Firm Shadforth Financial Group Location Sydney Years of planning experience 21 Minimum account size No minimum Size of team 1 Funds under advisement $297 million

To understand what is important to you, to diagnose complex issues and implement solutions. To coach you, to measure your progress. To educate you to allow you to make informed decisions.

Rank 8 Name Mark Minchin Firm Minchin Moore Private Wealth Advisers Location Mosman, NSW Years of planning experience 14 Minimum account size No minimum Size of team 13 Funds under advisement $925 million

By providing clients with the necessary background information coupled with our financial wisdom, we enhance their financial decisions. We strive to bring greater affluence, certainty and security to their lives.

Rank 3 Name Marc Smith Firm BT Advice Location Brisbane Years of planning experience 18 Minimum account size $1 million Size of team 8 Funds under advisement $375 million

My job is to break down the technical jargon in a way clients can understand and that will resonate. There is a real heart and humanity behind every decision I make for them.

Rank 6 Name Douglas Turek Firm Professional Wealth Pty Ltd Location Melbourne Years of planning experience 12 Minimum account size $1 million Size of team 4 Funds under advisement $300 million

Help accumulators to make work optional and the already wealthy to preserve and enjoy their financial security.

Rank 9 Name Paul Nicol Firm GFM Wealth Advisory Location Camberwell, VIC Years of planning experience 18 Minimum account size No minimum Size of team 26 Funds under advisement $700 million

We offer a full, one-stop SMSF service, including set-up, compliance and administration, investment advice and portfolio management, and accounting.

Online at . au/top-50-advisers

22

Australia's Top 50 Financial Advisers

July 2017 | THE DEAL

Rank 10 Name Chris Smith Firm VISIS Private Wealth Location Brisbane Years of planning experience 18 Minimum account size $500,000 Size of team 12 Funds under advisement $230 million

We offer a comprehensive range of services incorporating a traditional approach to planning supported by the latest technology.

Rank 12 Name Luke Eres Firm Innate Financial Services Group Location Keilor, VIC Years of planning experience 21 Minimum account size $500,000 Size of team 10 Funds under advisement $500 million

A better life. A better business. A better world.

Rank 14 Name Neil Kendall Firm Tupicoffs Location Brisbane Years of planning experience 15 Minimum account size No minimum Size of team 22 Funds under advisement $862 million

Rank 16 Name Jeremy Taylor Firm Shadforth Financial Group Location Melbourne Years of planning experience 11 Minimum account size No minimum Size of team 3 Funds under advisement $211 million

I am the Money Worrier. I worry about people's money so they don't have to.

I help clients clarify and prioritise their most important goals. I then use interactive cashflow modelling to test those goals and put in place the right strategies to achieve them.

Rank 11 Name Nerida Hicks Firm Bridges Financial Services Location Nowra, NSW Years of planning experience 12 Minimum account size No minimum Size of team 5 Funds under advisement $261 million

In everything we do we believe in challenging the "normal". We believe in thinking differently, offering a service that is friendly and simple, but which has impact.

Rank 13 Name John Manuel Firm Prosperity Advisers Group Location Newcastle, NSW Years of planning experience 15 Minimum account size $10,000 Size of team 18 Funds under advisement $465 million

One team, One plan, smart advice. A multidisciplinary team of experts delivering holistic advice.

Rank 15 Name Sally Huynh Firm Shadforth Financial Group Location Brisbane Years of planning experience 14 Minimum account size No minimum Size of team 25 Funds under advisement $224 million

I give advice to clients like I would give to my own family, honest advice to give them realistic options to consider so they can make smarter and more sustainable financial decisions to secure their future.

Rank 17 Name Rowan Fielke Firm Thornton Group Location Dulwich, SA Years of planning experience 22 Minimum account size $100,000 Size of team 18 Funds under advisement $550 million

Our holistic approach is highly personalised and maintained with strong relationships for ongoing service.

28

Australia's Top 50 Financial Advisers

July 2017 | THE DEAL

Rank 38 Name David Fleming Firm BT Advice Location Bunbury, WA Years of planning experience 19 Minimum account size No minimum Size of team 6 Funds under advisement $203 million

Rank 41 Name Linda Clay Firm Advice Location Brisbane Years of planning experience 16 Minimum account size $212,000 Size of team 68 Funds under advisement $1.6 billion.

We want to create a better tomorrow for our customers, our communities and our shareholders. To do this we need to establish a culture of help.

Rank 44 Name Gwyneira Brahma Firm Brahma Wealth Management Location Kalgoorlie, WA Years of planning experience 16 Minimum account size No minimum Size of team 14 Funds under advisement $170 million

We aim to give clients clear advice with definite results and to ensure they understand the strategies we have recommended.

Rank 48 Name Bert Dugdale Firm RI Advice Alderley Location Brisbane Years of planning experience 14 Minimum account size $50,000 Size of team 6 Funds under advisement $122 million

We provide good, honest, friendly advice, easy to understand and tailored to client's needs.

Rank 39 Name Dominic Mulcahy Firm UNICA Wealth Location Hobart Years of planning experience 18 Minimum account size $200,000 Size of team 12 Funds under advisement $240 million

We provide a very high level of client-centric service and support through an above-average ratio of staff to clients, and a collaborative, team-oriented and structured approach.

Rank 42 Name Patrick Anwandter Firm Strategy First Financial Planning Location Brookvale, NSW Years of planning experience 19 Minimum account size No minimum Size of team 12 Funds under advisement $560 million

Providing you with the greatest chance of achieving your preferred future by helping you to make smart financial choices.

Rank 45 Name Jeremy Gillman-Wells Firm Bravien Financial Location Yarralumla, ACT Years of planning experience 16 Minimum account size No minimum Size of team 12 Funds under advisement $232 million

By understanding what drives you and what's important in your life, we design the strategies to get your entire financial house in order.

Rank 49 Name Anne Graham Firm Story Wealth Management Location Hawthorn, VIC Years of planning experience 18 Minimum account size No minimum Size of team 9 Funds under advisement $265 million

We give you the confidence to take control of your life and write the next chapter.

Rank 40 Name Gary Dean Firm Prosperity Advisers Group Location Sydney Years of planning experience 14 Minimum account size $10,000 Size of team 18 Funds under advisement $465 million

One team, one plan, smart advice. A multidisciplinary team of experts delivering holistic advice.

Rank 43 Name Peter Crump Firm ipac South Australia Location Wayville, SA Years of planning experience 13 Minimum account size $400,000 Size of team 3 Funds under advisement $160 million

My clients are better educated on what matters to their financial situation. With that comes the confidence to make good decisions.

Rank 46 Name Finn Dorney Firm Shadforth Financial Group Location Hobart Years of planning experience 9 Minimum account size No minimum Size of team 5 Funds under advisement $110 million

Rank 47 Name Ben Calder Firm Calder Wealth Management Location Adelaide Years of planning experience 22 Minimum account size $100,000 Size of team 14 Funds under advisement $196 million

To guide people and their families to live their ideal fullest lives.

Rank 50 Name Liam Shorte Firm Verante Location Castle Hill, NSW Years of planning experience 12 Minimum account size $200,000 Size of team 8 Funds under advisement $220 million

We work with professionals and white collar clients who are planning to be financially independent within the next 10 years.

Several firms on the list are subsidiaries of banks or are licensed through interests connected with banks. For example, RetireInvest (RI Advice Alderley) is owned by ANZ; Elixir Private Wealth is a representative of Godfrey Pembroke, a subsidiary of NAB; the BT Advice group is owned by Westpac; while the Brahma, UNICA, Story Wealth and Verante groups operate under licences ultimately controlled by Westpac. Planners may have similar connections with insurers or wealth management groups: the Shadforth group is owned by IOOF. Calder, Catapult, and PMD operate under licences controlled by IOOF. Prosperity, Axios, Bravien, Hillross Macarthur and ipac operate under licences ultimately controlled by AMP.

26

Australia's Top 50 Financial Advisers

July 2017 | THE DEAL

\

Rank 26 Name John Tsiokaras Firm BT Advice Location Sydney Years of planning experience 12 Minimum account size $500,000 Size of team 6 Funds under advisement $180 million

To make an impact, engage and enjoy close relationships with our client community.

Rank 29 Name Brett Stein Firm BT Advice Location Sydney Years of planning experience 25 Minimum account size $300,000 Size of team 3 Funds under advisement $159 million

To empower our clients to make informed decisions to improve their wealth and lifestyle through personalised strategies that address all their financial planning needs.

Rank 32 Name Glenn Peers Firm Bridges Personal Investment Services Location Baulkham Hillls, NSW Years of planning experience 14 Minimum account size $2000 Size of team 4 Funds under advisement $181 million

To provide proactive advice, outstanding customer service and value for money services that clients understand and appreciate.

Rank 35 Name Aziz Meherali Firm Elixir Private Wealth Location Sydney Years of planning experience 20 Minimum account size $500,000 Size of team 4 Funds under advisement $150 million

Integrity, loyalty, care.

Rank 27 Name George Kambouroglou Firm BT Advice Location Sydney Years of planning experience 19 Minimum account size $50,000 Size of team 5 Funds under advisement $220 million

To take the financial uncertainty out of people's lives by providing affordable and valuable advice

Rank 30 Name Todd Hammond Firm BT Advice Location Brisbane Years of planning experience 23 Minimum account size No minimum Size of team 4 Funds under advisement $350 million

To create enduring personal and financial relationships with clients using a formulated and proven process.

Rank 33 Name Glenn Sterrey Firm Bentleys Wealth Partners Location Adelaide, SA Years of planning experience 17 Minimum account size $500,000 Size of team 5 Funds under advisement $175 million

To retain and protect the clients' capital, and then to produce above average and benchmark returns on a net after-fee basis.

Rank 36 Name Craig Butler Firm Shadforth Financial Group Location Perth Years of planning experience 8 Minimum account size No minimum Size of team 1 Funds under advisement $154 million

I offer personal financial advice, solutions and services tailored to each client's unique set of circumstances and objectives.

Rank 28 Name Claire Mackay Firm Quantum Financial Location Sydney Years of planning experience 8 Minimum account size No minimum Size of team 9 Funds under advisement $313 million

I work with a select number of clients so I can give them the attention they expect.

Rank 31 Name Simon Growden Firm Shadforth Financial Group Location Perth Years of planning experience 21 Minimum account size $300,000 Size of team 5 Funds under advisement $143 million

Rank 34 Name Tim Donohue Firm PMD Financial Advisers Location Melbourne Years of planning experience 30 Minimum account size $100,000 Size of team 8 Funds under advisement $500 million

To ensure we do the best for our clients by providing exceptional service on every occasion, offering advice in an easy to understand and professional manner.

Rank 37 Name Tim Mackay Firm Quantum Financial Location Sydney Years of planning experience 12 Minimum account size No minimum Size of team 9 Funds under advisement $313 million

I work with pre-retirees and retirees looking to manage their family's wealth and to fund their dream retirement.

24

Australia's Top 50 Financial Advisers

July 2017 | THE DEAL

Rank 18 Name Bentley Klein Firm Axios Financial Solutions Pty Ltd Location Melbourne Years of planning experience 29 Minimum account size No minimum Size of team 13 Funds under advisement $395 million

Helping you understand the financial impact of a decision before you make one; helping you to reach your true financial and lifestyle potential; helping you to achieve a certain future.

Rank 20 Name Michael Thompson Firm BT Advice Location Pinjarra, WA Years of planning experience 17 Minimum account size $150,000 Size of team 10 Funds under advisement $300 million

To always put the client in a better position.

Rank 22 Name Peter Nonnenmacher Firm Hillross Macarthur Location Campbelltown, NSW Years of planning experience 26 Minimum account size $150,000 Size of team 10 Funds under advisement $178 million

There is a lot of noise around wealth creation and not much about why. Once we know why, we can help clients reach financial freedom.

Rank 24 Name David Pamflett Firm BT Advice Location Broadbeach, QLD Years of planning experience 31 Minimum account size $50,000 Size of team 5 Funds under advisement $280 million

To provide ongoing holistic wealth creation and preservation solutions based on our high net wealth clients' evolving needs, taking into account their real fears, goals and frustrations.

Rank 19 Name Troy Theobald Firm Robina Financial Solutions Location Robina, QLD Years of planning experience 21 Minimum account size $150,000 Size of team 14 Funds under advisement $241 million

We inspire people to live their ideal life by helping them achieve financial certainty.

Rank 21 Name Daniel White Firm Shadforth Financial Group Location Brisbane Years of planning experience 11 Minimum account size No minimum Size of team 4 Funds under advisement $190 million

To understand my clients' goals, provide peace of mind and simplify their finances.

Rank 23 Name Anthony Catt Firm Catapult Wealth Location Norwood, SA Years of planning experience 14 Minimum account size No minimum Size of team 7 Funds under advisement $400 million

Our clients value our transparency, direct investment approach, income predictability and that we aim to be there when it counts.

Rank 25 Name Dean Gilkison Firm Gilkison Investments Location Como, WA Years of planning experience 18 Minimum account size No minimum Size of team 10 Funds under advisement $170 million

We develop highly personalised relationships with our clients and a multi-generational focus.

................
................

Online Preview   Download